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LITE Expands Co-Packaged Optics: Can It Become the Next Growth Driver?

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LITE Expands Co-Packaged Optics: Can It Become the Next Growth Driver?

Lumentum is expanding its CPO portfolio as AI infrastructure demand increases. The company expects commercial deployments to support revenue and earnings growth, signaling a modestly positive outlook for its forward results amid improving AI-related demand.

Analysis

Lumentum is expanding its CPO portfolio as AI infrastructure demand increases. The company expects commercial deployments to support revenue and earnings growth, signaling a modestly positive outlook for its forward results amid improving AI-related demand.

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